Ameritas Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
22,246
-7,751
| -26% | -$172K | 0.03% | 512 |
|
|
2025
Q1 | $671K | Buy |
29,997
+2,531
| +9% | +$56.6K | 0.03% | 498 |
|
|
2024
Q4 | $617K | Sell |
27,466
-82,959
| -75% | -$1.86M | 0.02% | 532 |
|
|
2024
Q3 | $2.48M | Buy |
110,425
+2,313
| +2% | +$51.9K | 0.11% | 191 |
|
|
2024
Q2 | $2.41M | Buy |
108,112
+31,822
| +42% | +$710K | 0.09% | 220 |
|
|
2024
Q1 | $1.69M | Buy |
+76,290
| New | +$1.69M | 0.07% | 264 |
|
|
2023
Q2 | – | Sell |
-1,826
| Closed | -$39.8K | – | 594 |
|
|
2023
Q1 | $39.8K | Buy |
+1,826
| New | +$39.8K | ﹤0.01% | 1355 |
|
|
2022
Q2 | – | Sell |
-9,816
| Closed | -$228K | – | 792 |
|
|
2022
Q1 | $228K | Sell |
9,816
-438
| -4% | -$10.2K | 0.01% | 753 |
|
|
2021
Q4 | $239K | Buy |
+10,254
| New | +$239K | 0.01% | 724 |
|